Quarterly Update
published on Apr 30, 2018
Report Overview:
NelsonHall's quarterly update on Capgemini provides a snapshot of developments at Capgemini in the last quarter.
Who is this Report for:
NelsonHall’s Quarterly Update on Capgemini provides a snapshot of developments at the company in the last quarter. It accompanies NelsonHall’s more comprehensive Key Vendor Assessment program.
Both programs are designed for:
- Marketing, sales and business managers developing strategies to target service opportunities within the BPO/IT Services markets
- Sourcing managers monitoring the capabilities of existing suppliers of IT and BPO services and identifying vendor suitability for these services
- Consultants advising clients on vendor selection
- Vendor marketing, sales and business managers looking to benchmark themselves against their peers
- Financial analysts and investors specializing in the BPO/IT services sector.
Scope of this Report:
The report provides a quarterly update on Capgemini, looking at financial performance and key developments during the period.
It accompanies NelsonHall’s Key Vendor Assessment program which looks at Capgemini’s IT and BPO offerings, capabilities, and market and financial strengths, including:
- Identification of the company’s strategy, emphases and new developments
- Revenue breakdowns
- Analysis of the company’s offerings and key service components
- Analysis of the profile of the company’s client base including the company’s targeting strategy and examples of current contracts
- Analysis of the company’s strengths, weaknesses and outlook.
Key Findings & Highlights:
Q1 2018 Performance: very strong start to the year
- A fifth quarter of accelerating organic growth, with the impact of HMRC insourcing beginning to lessen. Particularly strong quarter in North America
- This is Capgemini’s strongest quarter of organic topline growth in nearly seven years
- Digital and Cloud revenues were up 20% y/y (boosted by acquisitions) and now account for 40% of group revenue
- Early success in leveraging recent acquisitions to cross-sell Applications Services
- Book to bill healthy, not dominated by major renewals
- Full year guidance is maintained.
LiquidHub acquisition brings scale to front-end digital capabilities in U.S.
Headcount is up; so is attrition.
Capgemini’s global headcount is now >200k. Growth in both offshore and onshore resources.